Our
Portfolio

Fee-only independent registered investment advisor (“RIA”) offering comprehensive financial planning, investment management, tax planning & preparation, estate planning, and family office services across the United States.

PHCN is a leading provider of home health benefit management solutions.

ESS is a leading provider of K-12 substitute teacher management, paraprofessional management, and virtual instruction.

Leading intent-based media platform in the health and wellness verticals.

BioCare is a specialty pharmaceutical distribution partner that provides distribution, specialty pharmacy and 3PL services. BioCare has a portfolio of 331 products and operates 18 distribution centers.

Provider of comprehensive pharmacy and related services for chronic patients in home-based settings.

Medalogix was founded in 2012 with the desire to help home health agencies identify patients on census at-risk for unplanned rehospitalization. Since that time, Medalogix has developed solutions that help home health providers create clinical programs, manage large populations more efficiently, and drive value to strategic partnerships.

Mission Healthcare is a leading provider of skilled home healthcare as well as palliative and hospice services throughout the western US

SCA Pharmaceuticals is a leading outsourced provider of ready-to-use, sterile compounded pharmaceutical products to hospitals and health systems nationwide.

Leading provider of digital curriculum, assessments, and virtual learning solutions for the K-12 education market. Edmentum is committed to helping educators individualize learning for every student through simple technology, high-quality content, and actionable data.

Help at Home is a leading U.S. home care provider delivering in-home care to seniors and persons with disabilities. The company offers home and community-based services across 13 states, providing high quality care to more than 60,000 clients in 150+ locations through its team of dedicated caregivers and administrative employees.

Provider of patient-specific compounded medications for individuals with intrathecal infusion pumps and other chronic conditions.

The company is a patient access company serving biotech, pharmaceutical, and medical device manufacturers. The company ensures patient medication adherence by expediting and facilitating access to drugs and devices, and collects valuable outcome data for manufacturers.

Fixed-wing air ambulance transportation provider for critically ill and injured patients in the U.S. and internationally.

A global portfolio of education institutions that offer undergraduate, graduate, professional development, and other educational programs and services, online and on-campus mainly to working learners.

A leading healthcare staffing and workforce solutions provider with a broad geographic presence, serving hospitals, health systems, educational institutions, correctional facilities, and other healthcare organizations. The company manages 4,000 clinicians on-assignment at client facilities daily.

The country’s oldest and largest online provider of high school diplomas, vocational certificate programs, and select vocational Associate degree programs. Sponsors low-cost, accredited programs that are paid for either fully by the consumer or are subsidized (partially or fully) by employers and other third parties. None of the programs are reliant upon Title IV Federal Student Aid.

Leading provider of behavioral health solutions for K-12 students and their families. FullBloom works to achieve sustained academic gains for students not meeting their potential through partnerships with over 500 school districts, including 18 of the 20 largest school districts in the United States.

Premier provider of multi-disciplinary governance, risk management, and compliance advisory solutions to consumer-oriented financial institutions.

Operator of chiropractic clinics and related wellness programs doing business as Chiro One Wellness Centers.

Leader in alternative lending, offering small business loans that are affordable.

Market leader in providing curated content, information, and expert advice to the K-12 and public library market. Media Source operates leading brands providing book selection services and expert advice to over 20,000 K-12 schools and public libraries, with offerings including print and digital collection development services, book and multimedia reviews, trade journal subscriptions, and professional development.

Leading provider of marketing and enrollment services to postsecondary institutions in the United States. Higher Education operates a premium portfolio of education-focused websites and offers industry-leading enrollment services, with a focus on maintaining the highest ethical and compliance standards.

A leading provider of outpatient substance abuse treatment services for addiction to opioids. BHG focuses on treating individuals via medication administration and behavioral counseling and therapy.

Provider of hospice services in the Upper Midwest, focused on delivering high-quality services to those affected with a life-limiting illness via 21 locations that span 210+ counties in five states.

The largest provider of hospice services in South Carolina, with operations in all 46 counties in the State, as well as an emerging presence in northern Georgia through Hospice Care of Georgia (“HCGA”).

Leading provider of home and community-based specialized health care, serving the needs of 50,000 adults and children with intellectual, developmental, physical, or behavioral disabilities or other special needs. Sevita operates through four business segments, Community Support Services (CSS), Specialty Rehab Services (SRS), Children & Family Services (CFS), and Adult Day Health (ADH).

Leading specialty dental service organization (“DSO”) providing orthodontic, general, pediatric care and oral surgery dentistry services in Arkansas, Missouri and West Virginia. Rock operates four brands, collectively employ 55+ doctors and serves a patient base of approximately 131,000 individuals.

The largest for-profit education provider in the United States offering undergraduate, graduate, professional development, and other educational programs and services, online and on-campus mainly to working learners.

Academic Partnerships is a facilitator that assists public institutions of higher education in taking academic programs online.

Unitek Learning is a workforce development partner to the healthcare ecosystem, emphasizing initial and continuing education for licensure-/certification-based programs